See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,942 | $124,281-28.4% | $109,143-18.5% | $167,490-46.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.07% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $11,980 | $4,207+184.7% | $3,722+221.9% | $4,837+147.7% |
| Participant deferral / active EE | $13,340 | $5,255+153.8% | $4,653+186.7% | $6,341+110.4% |
| Admin fee / account holder | $262 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |